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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,085 | $77,920+61.8% | $149,723-15.8% | $75,177+67.7% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 15.63% | 31.72%-16.1pp | 134.50%-118.9pp | 160.75%-145.1pp |
| Employer contribution / active EE | $3,293 | $3,138+4.9% | $4,821-31.7% | $2,671+23.3% |
| Participant deferral / active EE | $6,641 | $3,411+94.7% | $5,682+16.9% | $4,126+60.9% |
| Admin fee / account holder | $4,012 | $5,951-32.6% | $13,215-69.6% | $5,651-29.0% |